Thanks for making the decision to hop on board with us! The first step of Roompact implementation is a kickoff call in which youâll meet your implementation lead, talk to us about your goals and timeline for Roompact, and get to know our system. Once you connect us with a technical contact for single sign-on and roster updates, your technical integration will begin as well (documentation here). This page is an onboarding guide designed to walk you through the next steps and important knowledge for your first few months using Roompact.
Iâd also like to introduce you to Wolfie, our friendly neighborhood tour guide. Heâll pop up from time to time to give you useful tips.
This guide is best read in sequential order, scrolling down the page. Feel free to share it with others at your school who will be involved in the implementation process. We're so happy you're here!
We'll show you how to create accounts for staff who should have Administrator-level access in Roompact. Later, depending on when you'd like Hall Directors and RAs to have access, we'll ask you for a spreadsheet of HDs and RAs so that we can bulk-import the remaining staff for you.
Remember, there are three levels of staff in Roompact: administrator (all-access), hall director (building access), and resident advisor (floor access). Staff are added individually through Account Management or via a bulk import by Roompact staff.
Housing Management Integration
Weâll work with your tech team to integrate with your housing management software (HMS) and set up automated roster updates from your HMS to Roompact. We usually schedule these to run nightly so that Roompact is updated by the morning.
Single Sign-On (SSO)
If you use a single sign-on system, weâll work with your tech team to integrate it with Roompact so that users can log in with their university credentials. Roompact currently supports the following single sign-on technologies: CAS, Shibboleth, and ADFS.
Structure Import and Resident Import
When we receive the first batch of resident assignment data, weâll import your campus structure and check with you that it looks okay. After that, with your go-ahead, weâll import resident information. You can choose when you'd like us to send welcome emails out to residents.
Plan Staff Training
Our pre-made training presentations will be helpful. If you've purchased on-campus pro staff training, a Roompact team member will be reaching out to coordinate dates. To maximize staff buy-in, develop a training plan and encourage staff to take an active role in exploring Roompact.
Setup and Template Creation
If you're using Forms or custom Roommate Agreements, you'll need to build templates for staff or residents to fill out. You may also want to create shifts in Schedule and add useful links in Resources. Our tutorials and your implementation lead will be available to help with questions.
Support and Services
About Our Company
Donât be a stranger! Keeping up frequent communication with us helps us give you the best experience possible (and itâll brighten our day to hear from you). Please contact us with any questions, concerns, musings, or feedback. On our end, weâll reach out for things like the following:
- major feature releases
- rollover dates
- welcome email dates for the beginning of each year
Please let us know about important dates relevant to your Roompact usage, such as days with high traffic (move-in, move-out, RA training, etc.) and when you plan to start using a new feature. This will ensure that our tech team allocates the appropriate resources for you.
Our Community Forum - Here you can interact with other Roompact users, discuss best practices, offer feedback, ask questions, and find training material.
Support - Our email support line is your best bet for any requests or issues that are time-sensitive. During the weekday we typically reply within an hour.
Email Ann - Our Institutional Success Manager is your go-to for any questions or thoughts, big or small!